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CRM ⇄ ERP

DealCloud to Infor CloudSuite integration — real-time, two-way sync

Keep DealCloud and Infor CloudSuite in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect DealCloud and Infor CloudSuite

Close the gap between front office and back office: DealCloud and Infor CloudSuite share customers and status in real time, in both directions.

DealCloud holds the customer relationship; Infor CloudSuite runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs User, Deal, Company, Contact in DealCloud with Customers, Suppliers / vendors, Sales orders, Purchase orders in Infor CloudSuite field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 02 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 03 Flow ecommerce orders into CloudSuite and return order status and shipment data to the storefront.
  • 04 Replicate ERP data into a warehouse for reporting without building custom ION integrations.

Common sync patterns

Where Infor CloudSuite handles order-to-cash: closed-won flows through

A deal won in DealCloud creates or updates the customer in Infor CloudSuite with clean data, so fulfillment and invoicing start without re-entry.

Where Infor CloudSuite is the finance system of record: money status on the account

Invoice and payment state from Infor CloudSuite shows on the account in DealCloud, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between DealCloud and Infor CloudSuite

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

DealCloud objects Infor CloudSuite objects How this pairing syncs
Fund Synced with incremental and full sync. Purchase orders Supply-side documents shared with procurement and supplier portals. Fund is specific to DealCloud and Purchase orders to Infor CloudSuite — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Invoices Billing documents synced to finance and reporting systems. Investment is specific to DealCloud and Invoices to Infor CloudSuite — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Inventory balances On-hand quantities exposed so external channels quote against real stock. Relationship is specific to DealCloud and Inventory balances to Infor CloudSuite — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. GL journal entries Financial postings replicated for consolidated reporting. Activity is specific to DealCloud and GL journal entries to Infor CloudSuite — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Items Product and material masters synced to commerce, CRM, and planning tools. Task is specific to DealCloud and Items to Infor CloudSuite — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Customers Account masters matched against CRM records in two-way syncs. User is specific to DealCloud and Customers to Infor CloudSuite — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Infor CloudSuite

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

DealCloud Infor CloudSuite Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

DeliveryEach detected change is written to Infor CloudSuite through its API, with automatic retries and rate-limit backoff.

Infor CloudSuite DealCloud Interval-based propagation

DetectionStacksync polls Infor CloudSuite for changes on an incremental schedule, reading only records changed since the previous pass. Event-style BOD publications through Infor ION where configured.

DeliveryEach detected change is written to DealCloud through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
  • Infor CloudSuite: Subject to the ION API gateway's rate limiting policies for the tenant.
What ships with DealCloud ⇄ Infor CloudSuite

Connect DealCloud and Infor CloudSuite for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Infor CloudSuite connection.

Real-time

Two-way sync

Changes in DealCloud or Infor CloudSuite instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Infor CloudSuite data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single DealCloud or Infor CloudSuite record.

Observability

Monitoring

Track your DealCloud ⇄ Infor CloudSuite sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between DealCloud and Infor CloudSuite.

How the DealCloud and Infor CloudSuite connectors work

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.

Infor CloudSuite

Integration surface
REST APIs exposed through the Infor ION API gateway; integration payloads are standardized as Business Object Documents (BODs)
Authentication
OAuth 2.0 via Infor OS / ION API credentials
Change detection
Event-style BOD publications through Infor ION where configured; otherwise polling
Capabilities
read · write
Rate limits
Subject to the ION API gateway's rate limiting policies for the tenant.
How it works

How to connect DealCloud to Infor CloudSuite — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate DealCloud and Infor CloudSuite with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    DealCloud connected
    Infor CloudSuite connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DealCloud and Infor CloudSuite objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · DealCloud ⇄ Infor CloudSuite
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    DealCloud Infor CloudSuite
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

DealCloud and Infor CloudSuite integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 392 integrations available for DealCloud and Infor CloudSuite.

Popular · 8 of 392
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